Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,926
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.55B
3
+$664M
4
NXPI icon
NXP Semiconductors
NXPI
+$606M
5
DIS icon
Walt Disney
DIS
+$528M

Top Sells

1
+$1.46B
2
+$602M
3
+$594M
4
MA icon
Mastercard
MA
+$560M
5
V icon
Visa
V
+$502M

Sector Composition

1 Technology 10.48%
2 Financials 9.93%
3 Healthcare 8.25%
4 Consumer Discretionary 7.16%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$5.68M ﹤0.01%
306,122
+122,414
2802
$5.67M ﹤0.01%
248,557
+20,512
2803
$5.66M ﹤0.01%
139,878
+75,892
2804
$5.66M ﹤0.01%
131,204
+44,120
2805
$5.66M ﹤0.01%
221,556
-6,397
2806
$5.66M ﹤0.01%
182,268
-4,992
2807
$5.65M ﹤0.01%
420,601
-13,179
2808
$5.64M ﹤0.01%
63,299
+4,378
2809
$5.64M ﹤0.01%
84,843
-87,645
2810
$5.63M ﹤0.01%
206,945
-26,103
2811
$5.62M ﹤0.01%
73,878
+5,510
2812
$5.62M ﹤0.01%
393,057
+288,307
2813
$5.62M ﹤0.01%
127,262
-38,032
2814
$5.62M ﹤0.01%
1,312,542
+151,065
2815
$5.61M ﹤0.01%
346,554
-35,735
2816
$5.61M ﹤0.01%
160,250
+58,291
2817
$5.6M ﹤0.01%
96,531
-437
2818
$5.6M ﹤0.01%
375,641
+34,535
2819
$5.59M ﹤0.01%
110,788
+31,561
2820
$5.59M ﹤0.01%
89,104
+25,450
2821
$5.59M ﹤0.01%
169,333
+18,051
2822
$5.58M ﹤0.01%
735,675
-252,921
2823
$5.58M ﹤0.01%
131,856
-4,025
2824
$5.57M ﹤0.01%
420,347
+111,157
2825
$5.56M ﹤0.01%
457,650
-37,599
111 112
113
114 115